Wealth Management Services
At Vision Capital Partners, we offer a comprehensive suite of services designed to address your specific needs, wherever you are in life. We work with you as a team to develop plans aligned with your values. Our advisory services include:
A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can advise you in the following planning areas:
- Cash Flow Analysis
- Income Distribution
- Asset Allocation
- Education Funding
- Risk Management
- Estate Strategies
- Charitable Giving Strategies
Based on your individual goals, ability, need, and willingness to assume risk, in conjunction with our disciplined investment philosophy, we work with you to develop a diversified investment portfolio strategy. Our portfolios may include:
- Exchange-Traded Funds (ETFs)
- Mutual Funds
- Government Securities
- Alternative Investments
- Variable Annuities
TIAA University Investments
Through Vision Capital Partners, Inc., a registered investment advisor, we can proactively manage your TIAA university investments on your behalf. What does this mean for you?
- You do not have to transfer your assets from TIAA for us to manage these accounts for you professionally.
- We can adequately coordinate and implement your portfolio strategy across your entire investment portfolio.
- We are able to service your TIAA accounts on your behalf.
Do you have the right insurance in place to help protect your assets? Is your current insurance cost-effective? Is your current insurance still appropriate for your needs? We can help you address your insurance needs and assess appropriate options, including:
- Life Insurance
- Long-Term Care Insurance
- Disability Insurance
Ongoing Collaboration with Your Team of Financial Professionals:
We recognize the importance of engaging in ongoing proactive communication with your team of trusted professionals, such as:
- Your Tax Professional
- Your Estate Planning Attorney
- Your Other Insurance Specialists
Contact us today to learn more about how our personal, holistic approach to wealth management can help you and your family reach your goals.